Halftime Report Final Trading Day of the Year 12/31/24
Dec 31, 2024
Josh Brown, an investment professional and CNBC contributor, joins Joe Terranova and Jenny Harrington to delve into the final trading hours of 2024. They analyze the impressive surge in Communication Services and Tech stocks, discuss strategies for 2025 that emphasize diversification beyond tech, and share insights on the booming ETF market. Brown also offers his Trade School lessons, while the group reflects on Apple's challenges and potential shifts in the semiconductor space, providing a comprehensive look at the investment landscape as the year wraps up.
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Market Momentum Shift
- The S&P 500 had declines of 1% or more in the final five trading days of 2024, the first time since 1952.
- This loss of momentum could signal a negative year in 2025, but long-term investors shouldn't overreact.
Portfolio Management for 2025
- Ignore price targets for 2025, as they have been historically inaccurate.
- Rebalance your portfolio to your target allocation, ensuring you have dry powder for future opportunities.
Focus on Fundamentals
- Headlines and statistics can be misleading and cause unnecessary fear among investors.
- Focus on individual companies and portfolio allocation rather than market noise.